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Jackson Square Partners, LLC Top Holdings and 13F Report (2025)

About Jackson Square Partners, LLC

Investment Activity

  • Jackson Square Partners, LLC has $960.90 million in total holdings as of December 31, 2024.
  • Jackson Square Partners, LLC owns shares of 60 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 4.27% of the portfolio was purchased this quarter.
  • About 49.19% of the portfolio was sold this quarter.
  • This quarter, Jackson Square Partners, LLC has purchased 78 new stocks and bought additional shares in 5 stocks.
  • Jackson Square Partners, LLC sold shares of 54 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

LendingClub
$45,985,687
Clean Harbors
$36,290,086
Stevanato Group
$35,463,508
Grocery Outlet
$32,969,819

Largest New Holdings this Quarter

TopBuild
$19,462,486 Holding

Largest Purchases this Quarter

TopBuild
62,512 shares (about $19.46M)
Molina Healthcare
25,813 shares (about $7.51M)
Synopsys
13,126 shares (about $6.54M)
ASML
7,354 shares (about $5.10M)
Boeing
7,891 shares (about $1.40M)

Largest Sales this Quarter

SiteOne Landscape Supply
288,043 shares (about $139.80M)
Sight Sciences
687,062 shares (about $90.53M)
New York Times
631,040 shares (about $32.85M)
Aspen Technology
68,678 shares (about $17.14M)
Howmet Aerospace
105,774 shares (about $11.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJackson Square Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
LendingClub Co. stock logo
LC
LendingClub
$45,985,687$9,440,858 -17.0%2,840,3764.8%Finance
Wyndham Hotels & Resorts, Inc. stock logo
WH
Wyndham Hotels & Resorts
$39,988,634$8,024,295 -16.7%396,7524.2%Consumer Discretionary
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$36,290,086$7,290,375 -16.7%157,6873.8%Business Services
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$35,463,508$6,057,228 -14.6%1,627,5133.7%Medical
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$32,969,819$4,453,034 -11.9%2,112,0963.4%Consumer Staples
Sight Sciences, Inc. stock logo
SGHT
Sight Sciences
$30,438,475$90,534,161 -74.8%230,9973.2%Medical
Bio-Techne Co. stock logo
TECH
Bio-Techne
$29,761,644$5,985,837 -16.7%413,1843.1%Medical
BILL Holdings, Inc. stock logo
BILL
BILL
$27,213,003$5,475,061 -16.7%321,2492.8%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$26,805,821$11,568,502 -30.1%245,0932.8%Aerospace
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$26,539,582$5,372,067 -16.8%117,4112.8%Finance
Graco Inc. stock logo
GGG
Graco
$25,785,744$5,172,709 -16.7%305,9172.7%Industrial Products
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$24,907,524$4,983,831 -16.7%134,9272.6%Medical
Align Technology, Inc. stock logo
ALGN
Align Technology
$24,738,460$1,461,864 -5.6%118,6442.6%Medical
Wix.com Ltd. stock logo
WIX
Wix.com
$24,527,356$8,180,362 -25.0%114,3202.6%Computer and Technology
The New York Times Company stock logo
NYT
New York Times
$23,919,682$32,845,633 -57.9%459,5522.5%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$23,643,621$1,242,161 -5.0%56,0942.5%Computer and Technology
Molina Healthcare, Inc. stock logo
MOH
Molina Healthcare
$23,138,766$7,512,874 48.1%79,5012.4%Medical
Entegris, Inc. stock logo
ENTG
Entegris
$22,937,838$4,596,681 -16.7%231,5552.4%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$21,885,241$1,141,196 -5.0%162,9702.3%Computer and Technology
Ryan Specialty Holdings, Inc. stock logo
RYAN
Ryan Specialty
$21,573,800$4,310,461 -16.7%336,2502.2%Finance
Hexcel Co. stock logo
HXL
Hexcel
$20,920,984$5,903,707 -22.0%333,6682.2%Aerospace
Okta, Inc. stock logo
OKTA
Okta
$20,661,202$4,158,670 -16.8%262,1982.2%Computer and Technology
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$20,280,980$4,058,189 -16.7%61,0452.1%Medical
Aspen Technology, Inc. stock logo
AZPN
Aspen Technology
$19,670,345$17,144,089 -46.6%78,7982.0%Computer and Technology
Warner Music Group Corp. stock logo
WMG
Warner Music Group
$19,667,826$3,946,579 -16.7%634,4462.0%Consumer Discretionary
Elastic stock logo
ESTC
Elastic
$19,544,323$5,952,528 -23.3%197,2582.0%Computer and Technology
TopBuild Corp. stock logo
BLD
TopBuild
$19,462,486$19,462,486 New Holding62,5122.0%Construction
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$19,339,592$3,867,985 -16.7%116,6232.0%Construction
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$18,926,140$3,786,623 -16.7%40,6902.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,546,812$2,243,702 -11.3%79,9801.8%Retail/Wholesale
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$16,347,316$3,275,825 -16.7%488,7091.7%Finance
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$16,307,394$3,263,602 -16.7%86,0141.7%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,541,197$692,459 -4.9%71,5331.4%Computer and Technology
Axcelis Technologies, Inc. stock logo
ACLS
Axcelis Technologies
$13,037,043$3,965,611 -23.3%186,5901.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$10,641,453$559,217 -5.0%20,2091.1%Business Services
Pacific Biosciences of California, Inc. stock logo
PACB
Pacific Biosciences of California
$9,349,957$2,171,936 -18.9%5,109,2661.0%Medical
CME Group Inc. stock logo
CME
CME Group
$8,227,212$689,491 -7.7%35,4270.9%Finance
Visa Inc. stock logo
V
Visa
$8,217,672$1,855,787 -18.4%26,0020.9%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$7,065,700$2,634,398 -27.2%6,6650.7%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$7,029,355$364,433 -4.9%34,8350.7%Business Services
The Boeing Company stock logo
BA
Boeing
$6,609,180$1,396,707 26.8%37,3400.7%Aerospace
Synopsys, Inc. stock logo
SNPS
Synopsys
$6,562,043$6,537,142 26,252.0%13,1760.7%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$6,140,667$312,204 -4.8%84,8510.6%Transportation
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,939,891$304,918 -4.9%98,4730.6%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,342,783$571,024 -9.7%10,2360.6%Medical
SBA Communications Co. stock logo
SBAC
SBA Communications
$5,233,176$1,029,598 24.5%25,6780.5%Finance
ASML Holding stock logo
ASML
ASML
$5,121,861$5,096,910 20,427.8%7,3900.5%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$5,115,187$263,191 -4.9%19,8240.5%Computer and Technology
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$4,721,287$1,428,071 -23.2%31,9200.5%Finance
Copart, Inc. stock logo
CPRT
Copart
$4,509,591$233,290 -4.9%78,5780.5%Business Services
LINDE PLC
$4,315,232$214,778 -4.7%10,3070.4%COMMON
Starbucks Co. stock logo
SBUX
Starbucks
$4,261,284$217,449 -4.9%46,6990.4%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$3,890,873$201,545 -4.9%16,9500.4%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,747,993$190,365 -4.8%31,0290.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,490,212$178,332 -4.9%4,5210.4%Medical
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$3,029,132$139,804,562 -97.9%6,2410.3%Industrial Products
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,946,864$146,596 -4.7%14,9960.3%Medical
nCino, Inc. stock logo
NCNO
nCino
$2,350,197$2,622,632 -52.7%69,9880.2%Computer and Technology
Rambus Inc. stock logo
RMBS
Rambus
$1,655,469$1,847,404 -52.7%31,3180.2%Computer and Technology
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$1,614,237$1,801,309 -52.7%15,2560.2%Business Services
AppFolio, Inc. stock logo
APPF
AppFolio
$0$17,603,447 -100.0%00.0%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$0$7,163,970 -100.0%00.0%Business Services
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$5,913,507 -100.0%00.0%Medical
Datadog, Inc. stock logo
DDOG
Datadog
$0$2,477,472 -100.0%00.0%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$45,328 -100.0%00.0%Computer and Technology
Safran SA stock logo
SAFRY
Safran
$0$37,449 -100.0%00.0%Aerospace
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$0$36,935 -100.0%00.0%Retail/Wholesale
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$0$36,241 -100.0%00.0%Retail/Wholesale
Airbus SE stock logo
EADSY
Airbus
$0$33,315 -100.0%00.0%Aerospace
DSV A/S stock logo
DSDVY
DSV A/S
$0$32,700 -100.0%00.0%Transportation
Recruit Holdings Co., Ltd. stock logo
RCRUY
Recruit
$0$32,387 -100.0%00.0%Business Services
Rolls-Royce Holdings plc stock logo
RYCEY
Rolls-Royce Holdings plc
$0$31,481 -100.0%00.0%Aerospace
Experian plc stock logo
EXPGY
Experian
$0$31,450 -100.0%00.0%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$29,234 -100.0%00.0%Medical
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$28,848 -100.0%00.0%Computer and Technology
Lonza Group AG stock logo
LZAGY
Lonza Group
$0$25,268 -100.0%00.0%Medical
LVMH Moët Hennessy - Louis Vuitton, Société Européenne stock logo
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
$0$23,810 -100.0%00.0%Consumer Discretionary
MonotaRO Co., Ltd. stock logo
MONOY
MonotaRO
$0$19,104 -100.0%00.0%Retail/Wholesale
Nintendo Co., Ltd. stock logo
NTDOY
Nintendo
$0$16,250 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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